Senior Wealth Relationship Manager @ Dreams Solutions

Job Description

Urgent Requirements for Senior Wealth Relationship Manager

Location- Delhi,Dehradun,Chandigrah

Ctc-12 Lpa to 24 LPa

Experience- 8 yrs +

Age- Upto 40 yrs 

Job Role:

The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects

Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services

Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet

Acquire New Clients for the firm and also develop new territories

Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients Adhere to all company processes and policies, and carry the IIFL brand through developed functional and behavioral skills

Deliver Sales Targets

An advisor need to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for IIFL Wealth Management while acquiring new clients as well

Job Requirements:

Excellent written and oral communication skills Strong Organizational Skills

Experience in investment/financial services & knowhow of capital markets knowledge Strong Teamwork and Collaboration Relationship Management & Interpersonal skills

10 plus years of experience with large investment books

Post-graduate qualification would be preferred in Wealth/ Private Banking

Interested Candidate Can apply and share updated at hidden_email

HR Jyoti

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Keyskills:   hni client handling hni acquisition nism investment banking mutual funds sales hni sales relationship manager wealth manager wealth banking